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Huatai Securities: Promising Semiconductor Equipment Market Prospects for H2, Highlighting Three Investment Avenues
6 hour ago /
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Author：小编
Huatai Securities anticipates a robust semiconductor equipment market in the second half of the year, spotlighting three promising investment opportunities: firstly, the surge in demand for advanced process logic and packaging driven by generative AI; secondly, the structural shifts arising from the expansion of advanced processes in mainland China; and thirdly, the potential for a market share shift within China's equipment market, characterized by a 'rise in the east and fall in the west' under the U.S. export restrictions. These forecasts hinge on the anticipated increase in capital expenditures by global semiconductor manufacturers and the subsequent growth in revenues for equipment providers.
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